Financial Planning Fort Collins’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Financial Planning Fort Collins’s Portfolio SUSA Stock Details SUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.23M	Buy	7,869 +15	+0.2%	+$2.34K	0.9%	18
2026 Q2	$1.22M	Sell	7,854 -147	-2%	-$21.7K	0.92%	18
2026 Q1	$1.16M	Buy	8,001 +280	+4%	+$38.8K	0.87%	18
2025 Q4	$1.08M	Buy	+7,721	New	+$1.07M	0.94%	16

Other funds holding SUSA

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Financial Planning Fort Collins's SUSA Position: Q3 2026 in Review

Financial Planning Fort Collins increased its iShares ESG Optimized MSCI USA ETF (SUSA) stake by 0.19% in Q3 2026, buying an estimated $2.34K and bringing the position to 7,869 shares worth $1.23M. The position accounts for 0.9% of the portfolio, ranked #18.

Financial Planning Fort Collins first reported a position in SUSA in Q4 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold SUSA as of Q3 2026.

Financial Planning Fort Collins held 7,869 shares of iShares ESG Optimized MSCI USA ETF worth $1.23M as of Q3 2026.
Financial Planning Fort Collins bought 15 iShares ESG Optimized MSCI USA ETF shares in Q3 2026, an estimated $2.34K.
iShares ESG Optimized MSCI USA ETF made up 0.9% of Financial Planning Fort Collins's portfolio in Q3 2026, its #18 holding.
Financial Planning Fort Collins first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2025 and has held it in 4 quarters since.
90 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q3 2026.

Based on Financial Planning Fort Collins's 13F filing for Q3 2026, filed 16 Oct 2026.